Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Value E Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 84,165 shares of SLYV stock, worth $7.41 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

84,165

Previous 84,402 0.28%

Holding current value

$7.41 Million

Previous $6.11 Million 14.78%

% of portfolio

2.73%

Previous 2.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$66.67 - $84.55 $15,800 - $20,038	-237 Reduced 0.28%	84,165 $7.01 Million
Q3 2023 Oct 23, 2023	BUY	$71.19 - $81.84 $21,214 - $24,388	298 Added 0.35%	84,402 $6.11 Million
Q2 2023 Jul 11, 2023	SELL	$71.23 - $78.02 $110,833 - $121,399	-1,556 Reduced 1.82%	84,104 $6.49 Million
Q1 2023 Apr 14, 2023	SELL	$72.3 - $86.64 $29,570 - $35,435	-409 Reduced 0.48%	85,660 $6.53 Million
Q4 2022 Feb 02, 2023	BUY	$68.86 - $79.8 $434,093 - $503,059	6,304 Added 7.9%	86,069 $6.39 Million
Q3 2022 Oct 18, 2022	SELL	$67.14 - $82.32 $245,128 - $300,550	-3,651 Reduced 4.38%	79,765 $5.36 Million
Q2 2022 Jul 20, 2022	BUY	$70.38 - $84.1 $553,679 - $661,614	7,867 Added 10.41%	83,416 $6.04 Million
Q1 2022 May 10, 2022	BUY	$78.85 - $87.08 $5.96 Million - $6.58 Million	75,549 New	75,549 $6.3 Million

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Account

Ledge Wealth Management, Inc. Spdr S&P 600 Small Cap Value E Transaction History